Roles & Responsibilities
Position Summary
We are seeking a motivated and detail-oriented Investment Analyst to join our team. The ideal candidate will support in conducting research and providing exceptional service to clients.
Key Responsibilities
* Research and Analysis
* Conduct qualitative and quantitative research on various investment products and market trends.
* Prepare and analyze portfolio performance reports and summaries
* Prepare detailed reports and presentations for investment products.
* Respond to client inquiries and provide timely and accurate information regarding Fund performance
Qualifications
* Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
* 1-3 years of experience in investment management, financial analysis, or a related field.
Skills and Competencies
* Strong understanding of investment products, and portfolio management principles.
* Excellent analytical and quantitative skills with attention to detail.
* Proficient in Microsoft Office Suite, especially Excel and PowerPoint.
* Strong written and verbal communication skills.
* Strong organizational and time-management skills with the ability to manage multiple tasks and meet deadlines.
